W1M Wealth Management Limited Funds
3 asset classes · average OCF 0.69%.
How W1M Wealth Management Limited funds have returned.
Median 1Y return of its funds
To October 2026, GBP net total return. Source: FE fundinfo. Past performance is not a reliable guide to future returns.
No composite is available for this category yet.
W1M Wealth Management Limited funds are covered on Funds Benchmark. The range is concentrated in Multi-asset, Equity, Bonds. The average ongoing charge (OCF) across the range is 0.69%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.
Next: Screen W1M Wealth Management Limited funds in Find Funds or browse all W1M Wealth Management Limited funds.
Asset class mix
- Multi-asset50.0%
- Equity30.0%
- Bonds20.0%
Largest W1M Wealth Management Limited funds
Top W1M Wealth Management Limited funds by assets under management, one share class per fund.
W1M Wealth Management Limited holdings
No position is among the ten largest holdings of three or more of these funds.
Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.
W1M Wealth Management Limited funds by 1Y return
| Fund | 1Y return | Fund size (GBP) | OCF |
|---|---|---|---|
| Waverton European Capital Growth FundIE00BF5KTN58 | ▲ +14.2% | n/a | |
| Waverton Real Assets FundIE00BF5KV287 | ▲ +9.4% | n/a | |
| Waverton European Dividend Growth FundIE00BF5KV519 | ▲ +9.3% | n/a | |
See all fundsA free account shows the full list. | |||
| Waverton Global Equity FundIE00B1RMYD64 | |||
| Waverton Multi-Asset Cautious FundIE000XMCNQR4 | |||
| Waverton Multi-Asset Defensive FundIE000SWLHY41 | |||
| Waverton Absolute Return FundIE00BGCYWX85 | |||
| Waverton Sterling Bond FundIE00BGQYPR94 | |||
| Waverton Multi-Asset Balanced FundIE000EN1JWJ1 | |||
| Waverton Global Strategic Bond FundIE00BF5KTX56 | |||
Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.
All W1M Wealth Management Limited funds (10)
Equity (3)
Multi-asset (5)
Bonds (2)
Compare W1M Wealth Management Limited funds side by side
See every W1M Wealth Management Limited fund in one place, then pick up to 5 to compare on performance, holdings and fees.
About W1M Wealth Management Limited
Where can I find W1M Wealth Management Limited fund prices and factsheets?
Every W1M Wealth Management Limited fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.
Which W1M Wealth Management Limited funds does Funds Benchmark cover?
Funds Benchmark covers the W1M Wealth Management Limited funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.
What asset classes does W1M Wealth Management Limited cover?
W1M Wealth Management Limited's largest group on Funds Benchmark is Multi-asset, alongside other asset classes. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.
How are W1M Wealth Management Limited funds rated against peers?
Open any W1M Wealth Management Limited fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.
What's the average fee on W1M Wealth Management Limited funds?
Across the funds we cover, the average ongoing charge (OCF) is 0.69%. Individual share classes vary, so check the OCF on each fund's page.
Where can I see W1M Wealth Management Limited's top-performing funds?
The table on this page shows up to 30 W1M Wealth Management Limited funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter W1M Wealth Management Limited funds and compare them with funds from other managers by performance, fees and asset class.